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    Commentary: YMTC IPO highlights strong profits but three hurdles remain
    Aug 24, 18:36
    Nvidia and SK Hynix diverge on CPO as 3D optics-centric design may arrive after 2030
    Aug 24, 18:36
    NEWS TAGGED GROWTH
    Tuesday 25 August 2026
    Vera Rubin transition gap eases as ASIC, general servers rescue supply chain
    As Nvidia's next-generation Vera Rubin platform enters deployment, Taiwan's server supply chain is finding ways to bridge the transition gap before ramping up volume production. Ongoing...
    Tuesday 25 August 2026
    OmniVision's CIS business slips, but machine vision and robotics surge 71%
    OmniVision Group reported a sharp drop in first-half 2026 profit as weakness in consumer electronics and automotive electronics weighed on its core image sensor business, even as machine...
    Tuesday 25 August 2026
    Foxconn scales AI server production in US and Mexico, keeps Asia expansion diversified
    AI server demand and the continued regionalisation of global supply chains are keeping Foxconn's capital spending on an upward trajectory in 2026, with the company maintaining its...
    Tuesday 25 August 2026
    Samsung SDI cashes out Samsung Display stake to fund battery expansion

    Samsung SDI said it will sell about one-third of its stake in Samsung Display for KRW4.45 trillion (US$3.2 billion), converting part...

    Tuesday 25 August 2026
    Toyota and Honda's US manufacturing push could reshape market share, not just tariffs
    Toyota and Honda are accelerating US manufacturing as tariffs, local-content rules, and policy shifts reshape the auto industry. The move is defensive, but it is also a growth strategy...
    Tuesday 25 August 2026
    Zhongji Innolight's 1.6T surge shows AI networking is becoming next hyperscaler bottleneck
    The AI infrastructure boom has long been defined by a race to secure GPUs, memory and power. Yet as cluster sizes continue expanding, another layer of the system is beginning to emerge...
    Monday 24 August 2026
    Etron chair sees memory boom extending to 2028-2030
    The memory industry is undergoing a structural shift as AI demand surges, and Etron Technology chairman Nicky Lu said the sector's boom will stretch beyond 2027, with shortages likely...
    Monday 24 August 2026
    Samsung's DRAM capacity lead shrinks as SK Hynix expands faster

    Samsung Electronics' DRAM wafer capacity will grow only marginally through 2027, with investment directed at node migration and line...

    Monday 24 August 2026
    India-based Raana Semiconductors in talks to raise US$10.4 million Series A for crystal-growth expansion
    According to Inc42, Indian semiconductor startup Raana Semiconductors is in advanced discussions to raise about INR100 crore (US$10.44 million) in a Series A funding round,...
    Monday 24 August 2026
    Jinpao Precision anticipates 2H26 growth from AI orders, aerospace progress
    Thailand-based precision sheet metal manufacturer Jinpao Precision Industry delivered strong results in the second quarter of 2026. Fueled by orders for artificial intelligence (AI)...
    Monday 24 August 2026
    AI chip boom lifts South Korean semiconductor materials makers' profits in 2Q26
    The AI semiconductor investment boom is increasingly spilling over into the materials supply chain. South Korea's major semiconductor materials suppliers broadly improved profitability...
    Monday 24 August 2026
    MediaTek wins Google TPU deal on three key strengths
    Taiwan's IC design industry is set to keep growing strongly in 2026, with revenue expected to rise 10%, driven mainly by companies involved in AI and AI ASIC projects such as MediaTek,...
    Monday 24 August 2026
    CPO hurdles linger as 800G and 1.6T SiPh surge, says analyst
    Challenges around co-packaged optics (CPO) remain unresolved, but they have not slowed the rapid rise of 800G and 1.6T silicon photonics, DIGITIMES analyst Kiwi Hsu said on August...
    Saturday 22 August 2026
    Column: Lessons in supply chain resilience from China Huadian's power-compute coordination model
    As AI develops rapidly, data centers are driving equally rapid growth in electricity demand. The stability of future energy supplies will directly determine whether AI computing capacity...
    Friday 21 August 2026
    China chip equipment maker Piotech posts 1,324% profit surge, advanced deposition scales up
    Piotech Inc. reported a sharp rise in first-half 2026 earnings, helped by stronger demand for semiconductor deposition equipment, wider adoption of new process tools and improving...
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    BIZ FOCUS
    Aug 25, 08:00
    Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise
    Tuesday 25 August 2026
    CYP Launches 4K60 Seamless Matrix Switcher to Simplify Multi-Source Operation
    Monday 24 August 2026
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
    Monday 24 August 2026
    iCometrue to Showcase Glass-Based AI Multichip Packaging Solutions at SEMICON Taiwan 2026
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